Motiv8 Investments LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Motiv8 charges an hourly fee of $300 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan.”

Flat or project fee

$1,000⁠-⁠$10,000

“Motiv8 will charge a fixed fee that ranges from $1,000 to $10,000, for broad based planning services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Motiv8 Investments LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances, among others.”
• “Portfolio management fees are billed monthly, in advance and are based on the value of your portfolio at the end of the preceding month.”
• “At the inception of investment management services, the first pay period’s fees will be calculated on a pro-rata basis.”

How Motiv8 Investments LLC’s fees compare

• Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Florida median of $4,900. 61% of the 320 other Florida planners that publish a flat or project fee charge less.

About Motiv8 Investments LLC

• Principal: Michael G. Terrio
• Firm size: 21 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.45% a year

Clients

720

Employees

21

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$219,071,944

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285560

Website

facebook.com/excelsiorfinancialgroupllc (opens in new tab)

Phone

(772) 247-4488

Can advise clients in 19 states: California, Colorado, Florida, Georgia, Idaho, Illinois, Kansas, Louisiana, Massachusetts, Minnesota, Missouri, Nebraska, New Hampshire, New York, Oklahoma, South Carolina, Texas, Utah, Wisconsin

Other planners in Florida that publish fees

• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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